DALLAS, Texas — March 17, 2026 — Symphony Risk Solutions today announced the acquisition of Lipscomb Insurance Group, a Dallas-based independent agency with more than six decades of experience serving high-net-worth families, commercial clients, and specialty industries across Texas and beyond.
The acquisition strengthens Symphony Wealth, Symphony Risk’s specialty business serving affluent families, family offices, and individuals with complex domestic and international assets. It also adds direct Lloyd’s of London access and deeper expertise in risks that fall outside standard insurer markets.
Lipscomb’s experience includes fine art, collections, yachts, aircraft, real estate, marine, agriculture, and global transportation. Those capabilities strengthen Symphony Risk’s ability to advise clients with complex, high-value, and hard-to-place exposures.
A legacy built on specialty expertise
Founded in 1960, Lipscomb Insurance Group has built its reputation by serving clients whose risks require judgment, specialization, and personal attention.
“Lipscomb was built on the belief that complex risks require advisors who know you, not just your policy,” said Charles Lipscomb, Vice President of Lipscomb Insurance Group. “Joining Symphony Risk gives our clients access to greater resources, deeper expertise, and a national advisory platform without losing the personal attention they expect from us.”
Expanding value for high-net-worth clients
“Lipscomb has spent 60 years serving clients whose risks don’t fit in a standard market. Most brokers never develop that capability. Our clients come to Symphony precisely because of that capability,” said Michael Marcon, CEO of Symphony Risk Solutions. “Adding a team with direct Lloyd’s access and six decades of high-net-worth expertise means we can go further for the families and businesses that need it most.”
Continuity of service
The Lipscomb team, including its affiliated entity Lipscomb and Associates, will continue serving clients from their Dallas office under the Symphony Risk Solutions brand. Because Symphony Risk operates on a single shared P&L with no geographic business units, Lipscomb clients have access to the full firm, not just the Dallas office, including Symphony Risk’s nationwide network of data, analytics, and specialized advisory services.
About Symphony Risk Solutions
Symphony Risk Solutions is the next-generation, full-service insurance, risk management, and employee benefits consulting firm advising and serving the risk and human capital needs of middle market and “lower Fortune 500” businesses, private equity firms and alternative asset managers, corporate executives, and high-net-worth families. Founded in 2020, the company is dedicated to delivering superior results to all involved, offering clients optimal exposure management and lower cost of risk; colleagues, meaningful and rewarding work; and partners, thoughtful and beneficial collaboration. Symphony Risk Solutions has a nationwide presence with offices in San Francisco, Dallas, Chicago, Los Angeles, New York, St. Louis, Seattle, and Austin. More information is available at https://www.symphonyrisk.com.
# # #
Press Contact for Symphony Risk Solutions
Wonacott Communications, LLC
Email: symphonyrisk@wonacottpr.com